A complete list of active advisors currently associated with Liberty Street Capital, LLC
Warmer can help you find a great advisor at Liberty Street Capital, LLC or one who fits your needs even better.
Liberty Street Capital, LLC provides fee-based, discretionary portfolio management primarily for pooled and entity clients, implementing investment programs through custodial accounts and third-party custodians. The firm operates as a registered investment adviser and relies on custodial platforms to produce client reporting and to facilitate fee debiting. The firm’s investment approach is allocation-driven, building diversified proprietary portfolios using individual securities, exchange-traded index funds, and mutual funds with an emphasis on low turnover, periodic rebalancing, and cost containment. In certain market environments it may pursue targeted risk-reduction strategies or structured securities, but generally favors buy-and-hold implementations aligned with each client’s risk profile. What is distinctive about the firm is that its principal is a licensed attorney who continues to provide legal client representation and the adviser maintains an affiliation with that legal practice, an uncommon arrangement for investment managers focused on pooled or institutional assets. The firm is very small, operating with a single advisory professional, does not vote client proxies, and maintains limited custody through custodial fee debiting — operational characteristics that set it apart from many larger peers.
To learn more about the advisors currently working at Liberty Street Capital, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.
Name |
Location |
Years of experience |
|---|---|---|
Athens, GA
| 19
|
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